Distinct components of your business’s data which are modeled in Winmore are called Record Templates. Templates may include Accounts, Contacts, RFPs, Opportunities, and more. Each Record Template may contain many types of fields which hold information of all sorts. Usually administrators in your organization set up and maintain Record Templates. All users with the correct permissions can create a new Record Instances from these types. For example, from the “Contact” template, you could create an instance for Henry, and more instances with the same fields for other contacts.
Create a New Record
To create a new Record Instance with an existing Record Template, click the Quick Launch button in the left-hand navigation bar.
You’ll see a list of available Record Templates to choose from. If you don’t see a record template that fits your needs, speak to your administrator. Depending on your organization’s security, you may need to be granted access to specific templates.
Choose a Record Template, and a selection of the existing fields for this specific Record Instance will be displayed. Required fields are marked with a red asterisk next to the field name. After you fill in the required data, click “Create”, and your new Record Instance is stored in your database.
The agenda is the home page of the app. To add an activity, click the three lines in the upper left hand corner, this will take you to the Left-hand navigation bar. From here, click the Plus button and choose which record type you would like to create.
Complete the creation information and click the green Create button.